+53.2%
HAL vs MOS
-32.9%
+86.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.0% | +1.2% |
| 7D | +2.6% | -2.6% | +5.2% | +3.6% |
| 30D | -0.1% | +13.5% | -13.5% | -6.1% |
| 3M | -1.1% | -2.9% | +1.8% | -1.6% |
| 6M | -20.7% | -1.0% | -19.7% | -22.9% |
| YTD | +17.5% | -7.2% | +24.7% | +14.6% |
| 1Y | +24.1% | -11.4% | +35.5% | +23.2% |
| 3Y | -8.4% | -29.0% | +20.6% | -3.8% |
| 5Y | +53.2% | -34.0% | +87.2% | +49.7% |
| All | +53.2% | -32.9% | +86.2% | +49.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MOS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling